See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.10+ years Filed as: ALERUS FINANCIAL, N.A Service code 15 · EIN 45-6062081 401 DEMERS AVENUE · GRAND FORKS, ND 58201 | Recordkeeping | $16,929 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,472 | $101,317-57.1% | $146,958-70.4% | $74,495-41.6% |
| Participation rate | 91.3% | 75.5%+15.8pp | 82.2%+9.2pp | 67.2%+24.1pp |
| Annual return | 22.84% | 8730.91%-8708.1pp | 418.34%-395.5pp | 1364.94%-1342.1pp |
| Employer contribution / active EE | $3,172 | $3,810-16.7% | $4,933-35.7% | $2,623+20.9% |
| Participant deferral / active EE | $4,059 | $7,303-44.4% | $8,070-49.7% | $4,346-6.6% |
| Admin fee / account holder | $52 | $1,739-97.0% | $12,998-99.6% | $1,942-97.3% |